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Compare BNKS vs. MOGL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Betashares Global Banks Currency Hedged ETF (BNKS) and the Montaka Global Fund - Active ETF (MOGL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
BNKS | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 3 |
Median incremental investment | $901.26 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,980.30 | $8,469.06 |
Average age group | > 35 | > 35 |
Key Summary
BNKS | MOGL | |
|---|---|---|
Strategy | BNKS.AX was created on 2016-07-28 by BetaShares. The fund's investment portfolio concentrates primarily on financials equity. BNKS.AX aims to track the performance of an index (before fees and expenses) that comprises the largest global banks (ex-Australia), hedged into Australian dollars. | MOGL.AX was created on 2017-12-19 by Montgomery. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with long term capital growth as well as income distributions of at least 4.5% per annum through a portfolio of quality global shares and to outperform the MSCI World Net Total Return Index (Index), in Australian Dollars over a rolling 5-year period, net of fees. Returns are not guaranteed. |
Top 3 holdings | AUD - AUSTRALIA DOLLAR (0 %) BRL - BRAZILIAN REAL (0 %) CAD - CANADA DOLLAR (0 %) | Amazon.com Inc (10.15 %) Microsoft Corp (8.98 %) Meta Platforms Inc Class A (8.18 %) |
Top 3 industries | Other (85.83 %) Communication Services (33.49 %) Financials (10.82 %) | Information Technology (29.08 %) Financials (25.97 %) Communication Services (23.28 %) |
Top 3 countries | United States (27.88 %) Canada (15.12 %) United Kingdom of Great Britain and Northern Ireland (10.54 %) | United States (88.05 %) China (6.90 %) France (3.09 %) |
Management fee | 0.57 % | 1.32 % |
Key Summary
BNKS | MOGL | |
|---|---|---|
Issuer | BetaShares | Montgomery |
Tracking index | Nasdaq Global ex-Australia Banks Hedged AUD Index - AUD | MSCI World Index |
Asset class | ETF | ETF |
Management fee | 0.57 % | 1.32 % |
Price | $12.26 | $3.89 |
Size | $157.625 million | N/A |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 2.26 % | 4.68 % |
Market | ASX | ASX |
First listed date | 01/08/2016 | 20/12/2017 |
Purchase fee | $6.50 | $6.50 |
Community Stats
BNKS | MOGL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 62 | 3 |
Median incremental investment | $901.26 | $295.25 |
Median investment frequency | Monthly | Fortnightly |
Median total investment | $1,980.30 | $8,469.06 |
Average age group | > 35 | > 35 |
Pros and Cons
BNKS | MOGL | |
|---|---|---|
Pros |
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Cons |
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BNKS | MOGL |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Lower exposure to US market | Higher exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Lower distribution yield | Higher distribution yield |